I have a Custom Object called MCC with two fields:
Name : 'MCC NAME'
Code__c: 1234
I have a lookup field on Lead to the MCC object. I am trying to import Leads using the Data Import wizard using a CSV with a column containing the MCC.Code__c value (i.e, 1234).
- Using the DataLoader.io I am able to populate the Lead lookup field by looking up on the MCC.Code__c field.
- Using the Data import wizard I can only choose to look this up using either
MCC Name or Salesforce.com Id or –None–
I have tried this as SysAdmin, I have full access to the object and the Field, it is on the layout (default) yet the Code__c custom field does not appear as an option in the picklist. Is there a way to add the custom field to the picklist so that I can successfully insert these leads using the data import wizard?
I have done some research, found some similar questions:
(Using the import wizard how does one import lookup fields)
(Data Import Wizard doesnt show custom field of a custom object)
but there does not seem to be an answer or a workaround. (Besides using the data loader or by changing the CSV to contain the MCC Id instead of the MCC Code)
Best Answer
My advice is to recheck below noted points properly in your org and verify it.
As per the Page Layouts and Field-Level Security documentation, page layouts determine the fields that Users can import data into. If Users are reporting fields are no longer available for mapping when using the Data Import Wizard an administrator will need to ensure that the affected Users now have appropriate access set for the missing fields. Resolution
Ensure that the affected users profile's assigned record types and their associated page layouts include the missing fields.
To import leads via the Data Import Wizard: Import Leads permission for user needed and “Read,” “Create,” “Edit,” and “Delete” on the objects
Reference:-
Hope it helps you.